Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.557 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47563.37 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46165.35 Kr¶
PnL: ---------------------------------------> -723.22 Kr¶
DD now: ---------------------------------> -2.193 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 10:30:00.013250'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -1.270000 | 3100.000000 | 173.000000 | 5.910000 | 2927.000000 |
| HEBA B | 70 | -2.620000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| HMS Networks | 2 | -1.590000 | 767.600000 | 94.600000 | 14.060000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.360000 | 3527.560000 | 73.560000 | 2.130000 | 3453.999992 |
| MedCap | 2 | -0.210000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -4.600000 | 389.600000 | 34.600000 | 9.750000 | 355.000000 |
| SAAB B | 8 | -0.330000 | 3408.800000 | 31.800000 | 0.940000 | 3377.000000 |
| Resurs Holding | 22 | -1.230000 | 602.580000 | 28.580000 | 4.980000 | 573.999998 |
| AcadeMedia | 12 | 0.870000 | 584.400000 | 27.400000 | 4.920000 | 557.000004 |
| Swedbank A | 3 | -0.130000 | 588.600000 | 24.600000 | 4.360000 | 564.000000 |
| OEM International B | 7 | -0.510000 | 544.600000 | 16.600000 | 3.140000 | 527.999997 |
| Intrum | 4 | -0.990000 | 542.600000 | 15.600000 | 2.960000 | 527.000000 |
| Eastnine | 4 | 0.160000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Corem Property Group B | 59 | -4.280000 | 587.350000 | 10.350000 | 1.790000 | 576.999999 |
| Securitas B | 6 | -1.490000 | 579.240000 | 9.240000 | 1.620000 | 570.000000 |
| Karnov Group | 9 | -0.830000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Norva24 Group | 16 | -2.510000 | 545.920000 | 2.920000 | 0.540000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.730000 | 247.440000 | 1.440000 | 0.590000 | 246.000000 |
| Creaspac SPAC | 6 | -0.720000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Coor Service Management Hold. | 8 | -1.780000 | 531.200000 | -0.800000 | -0.150000 | 532.000000 |
| Handelsbanken A | 5 | 0.370000 | 542.250000 | -3.750000 | -0.690000 | 546.000000 |
| Boozt | 12 | -1.580000 | 1644.000000 | -10.000000 | -0.600000 | 1653.999996 |
| Midsona B | 63 | 0.000000 | 567.630000 | -15.370000 | -2.640000 | 582.999984 |
| International Petroleum Corp. | 5 | -1.480000 | 565.500000 | -29.070000 | -4.890000 | 594.565215 |
| Essity B | 2 | 1.240000 | 541.000000 | -33.000000 | -5.750000 | 574.000000 |
| CTEK | 13 | -1.760000 | 500.630000 | -33.370000 | -6.250000 | 533.999999 |
| Vivesto | 1368 | 2.320000 | 566.900000 | -46.100000 | -7.520000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.560000 | 3801.000000 | -49.000000 | -1.270000 | 3850.000000 |
| Essity A | 4 | 1.300000 | 1088.000000 | -61.000000 | -5.310000 | 1149.000000 |
| Beijer Electronics Group | 26 | 3.930000 | 2891.200000 | -79.800000 | -2.690000 | 2971.000006 |
| Fasadgruppen Group | 35 | 1.140000 | 3731.000000 | -80.000000 | -2.100000 | 3810.999990 |
| OX2 | 18 | 1.870000 | 1472.400000 | -191.600000 | -11.510000 | 1663.999992 |
| Axfood | 13 | 1.540000 | 3520.400000 | -235.600000 | -6.270000 | 3756.000001 |
| Ovzon | 52 | 0.000000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 46165.350000 | -723.220000 | -2.19314% | 46888.564618 |
Updated:¶
'2023-01-30 10:30:12.689738'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
